Connect EngageBay Marketing to FreshBooks and automate any workflow
![EngageBay Marketing](https://zapier-images.imgix.net/storage/developer/655bf8d8d9461edf47c5e023d9909de0.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![EngageBay Marketing](https://zapier-images.imgix.net/storage/developer/655bf8d8d9461edf47c5e023d9909de0.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![FreshBooks](https://zapier-images.imgix.net/storage/services/b1273a3795d2341291cbf556530afced.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![FreshBooks](https://zapier-images.imgix.net/storage/services/b1273a3795d2341291cbf556530afced.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate EngageBay Marketing with FreshBooks - no code necessary. See how you can get setup in minutes.
Select a trigger from EngageBay Marketing
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from FreshBooks
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected EngageBay Marketing to FreshBooks
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect EngageBay Marketing and FreshBooks to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect EngageBay Marketing and FreshBooks to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Event
Triggers when a new event is added to your account upon confirmation.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is added in the EngageBay.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Update Company
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Update Deal
Triggers when a deal is updated in your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - SequenceRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Phone Number
- EmailRequired
- Timezone
- Start TimeRequired
- End TimeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FormRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TagRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search QueryRequired
- EmailRequired
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- TagRequired
- Address
- City
- State
- Zip Code
- Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- AmountRequired
- Date
- Invoice IDRequired
- Payment Type
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- Item IDRequired
- AmountRequired
- CurrencyRequired
- Tax Amount
- Tax Name
- Send Admin Receipt?Required
- Note
- Is Active?
- Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Client IDRequired
- Credit Type
- Credit Number
- Currency CodeRequired
- Date of Issue
- Notes
- Terms
- LanguageRequired
- First Name
- Description
- QuantityRequired
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- AmountRequired
- CategoryRequired
- Client IDRequired
- Date
- Notes
- Staff MemberRequired
- Tax1 Amount
- Tax Amount 1
- Tax Name 1
- Tax2 Amount
- Tax Name 2
- Tax Amount 2
- Compounded Tax
- CurrencyRequired
- VendorRequired
- Duplicate Estimate?
- Account Name
- Transaction Id
- Invoice Id
- Status
- Bank Name
- External System ID
- Has Receipt?
- Background Job ID?
- External Invoice ID
- Markup Percent
- Project
- Profile ID
- Visibility State
- Account System ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- TitleRequired
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Project
- Task
- Started AtRequired
- Created At
- DurationRequired
- Is LoggedRequired
- Internal?
- Client ID
- Billed?
- Billable
- Active
- Pending Client
- Pending Project
- Pending Task
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Checkout Link IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Email BodyRequired
- Email SubjectRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- Checkout Link IDRequired
- Item IDRequired
- AmountRequired
- CurrencyRequired
- Note
- Is Active?
- Send Admin Receipt?Required
- Tax Amount
- Tax Name
- Item NameRequired
- Terms and Conditions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Client IDRequired
- Credit Note IDRequired
- Credit Number
- Currency CodeRequired
- Date of Issue
- Notes
- Terms
- LanguageRequired
- First Name
- Description
- QuantityRequired
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- ClientRequired
- Create if Client Does Not ExsistRequired
- Append Line Items on UpdateRequired
- Currency CodeRequired
- Date
- Days Due From Issue
- Invoice Number
- LanguageRequired
- Estimate
- Active Payment Gateway
- Description
- First Name
- QuantityRequired
- Tax Name 1
- Tax Amount 1
- RateRequired
- Notes
- PO Number
- Terms
- Discount Value
- Discount Description
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- VendorRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone Number
- Website
- Currency CodeRequired
- LanguageRequired
- Is 099
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
- VendorRequired
- Currency CodeRequired
- Date
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- Search FieldRequired
- Search ValueRequired
- EmailRequired
- First Name
- Home Phone
- LanguageRequired
- Last Name
- Note
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency CodeRequired
- Quantity
- AmountRequired
- First Name
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- Search FieldRequired
- Search ValueRequired
- ClientRequired
- Currency CodeRequired
- Date
- Days Due From Issue
- Description
- First Name
- QuantityRequired
- Tax Name 1
- Tax Amount 1
- RateRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- LanguageRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- Search FieldRequired
- Search ValueRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone Number
- Website
- Currency CodeRequired
- LanguageRequired
- Is 1099 Contractor
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Deal
Triggers when a new deal is added to your account upon confirmation.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Owners
Trigger to get all owners.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Get Tracks
Tigger to get all tracks.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Unsubscribe
Triggers when a user unsubscribes from your emails.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Update Contact
Triggers when a contact is updates in your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Update Task
Triggers when a task is added in the EngageBay.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - EmailRequired
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- TagRequired
- Address
- City
- State
- Zip Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- SubjectRequired
- Priority
- Type
- Status
- Assignee
- Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- Last Name
- Role
- First Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Blog
- Website (Xing)
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- TagRequired
- Address
- City
- State
- Zip Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TagRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- StatusRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- AccountRequired
- VendorRequired
- Currency CodeRequired
- Date
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- EmailRequired
- First Name
- Home Phone
- LanguageRequired
- Last Name
- Note
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency CodeRequired
- Quantity
- AmountRequired
- First Name
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- CustomerRequired
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency CodeRequired
- LanguageRequired
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- First Name
- Description
- Type
- QuantityRequired
- RateRequired
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- ClientRequired
- Currency CodeRequired
- Date
- Days Due From Issue
- Description
- First Name
- QuantityRequired
- Tax Name 1
- Tax Amount 1
- RateRequired
- Active Payment Gateway
- Notes
- Invoice Paid?
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- AmountRequired
- Unit Cost Code
- Category NameRequired
- Tax Amount
- Tax Name
- Date
- Note
- Payment Type
- Source
- Visibility State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- ClientRequired
- Currency CodeRequired
- Date
- Days Due From Issue
- Description
- First Name
- QuantityRequired
- Tax Name 1
- Tax Amount 1
- RateRequired
- Active Payment Gateway
- Notes
- Terms
- Discount Value
- Discount Description
- Invoice Number
- PO Number
- LanguageRequired
- FrequencyRequired
- Is Infinite?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Vendor NameRequired
- Contact First Name
- Contact Last Name
- Contact Email
- Street
- City
- Province
- Postal Code
- Country
- Account Number
- Phone Number
- Website
- Currency CodeRequired
- LanguageRequired
- Is 1099 Contractor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Email_recipientsRequired
- Email BodyRequired
- Email SubjectRequired
- EstimateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Bill IDRequired
- VendorRequired
- Currency CodeRequired
- Date
- Days Due From Issue
- Bill Number
- LanguageRequired
- Description
- QuantityRequired
- Tax Name
- Tax Percent
- RateRequired
- Expense CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Create if Client Does Not ExsistRequired
- EmailRequired
- First Name
- Home Phone
- LanguageRequired
- Last Name
- Mobile Phone
- Note
- Organization
- Primary City
- Primary Country
- Primary State
- Primary Street 1
- Primary Street 2
- Primary Zip Code
- VAT Name
- VAT Number
- Work Phone
- Currency CodeRequired
- Quantity
- AmountRequired
- First Name
- Credit_note_create_date
- Credit_note_credit_type
- Body
- Delay
- Days
- Late Fee Percentage or Amount
- Repeat Late Fee
- Type
- First Tax Name
- First Tax Percent
- Second Tax Name
- Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Create if Client Does Not ExsistRequired
- CustomerRequired
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency CodeRequired
- LanguageRequired
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Unit Cost Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- First Name
- Description
- Type
- QuantityRequired
- RateRequired
- Currency Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Time Entry IDRequired
- Project
- Started AtRequired
- DurationRequired
- Is LoggedRequired
- Internal?
- Client ID
- Billed?
- Billable
- Active
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- AccountRequired
- Search ValueRequired
- Client IDRequired
- Credit Type
- Credit Number
- Currency CodeRequired
- Date of Issue
- Notes
- Terms
- LanguageRequired
- First Name
- Description
- QuantityRequired
- Tax 1 Name
- Tax 1 Amount
- Tax 2 Name
- Tax 2 Amount
- Compounded Tax
- Unit Cost
- Currency Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- Search FieldRequired
- Search ValueRequired
- CustomerRequired
- Date of Issue
- Estimate Number
- Organization
- First Name
- Last Name
- Visibility State
- Discount Value
- Currency CodeRequired
- LanguageRequired
- Terms
- Address
- PO Number
- Street
- Street 2
- City
- Province
- Zip Code
- Country
- Estimate
- Sent ID
- VAT Name
- VAT Number
- Notes
- First Name
- Description
- Type
- QuantityRequired
- RateRequired
- Unit Cost Code
- Tax Name 1
- Tax Amount 1
- Tax Name 2
- Tax Amount 2
- Send to Customer?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- Search FieldRequired
- Search ValueRequired
- TitleRequired
- Client ID
- Due Date
- Project Type
- Fixed Price
- Rate
- Budget
- Active
- Complete
- Billable
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found